Designing a workflow ideas based on requirements

Kavya432

Hi Folks,

I am new to Altreyx world. Trying few things on my own, but need an efficient solution. Below are steps or requirements need to be achieved in my workflow.

There are two input files P&C and Life.

1) sort by Lic Type for both the input files

2) Remove P&C rows with same Res #

3) Remove Life rows with Same Res #

4) Populate Life lic on P&C  for agents that also have a P&C License

5) Bring over all Life licenses to the P&C tab to capture life only agents

6) Remove any Life agent that has already been matched to a P&C license - leaves Life only Agents

Please let me know if you have any questions. Attached is the workflow I started, any ideas or solution will be appreciated.

Thanks

Kavya

PDS data flow.yxmd

danilang

Hi @Kavya432 

Here another workflow that produces the results your looking for.  Simlar to @wale_ilori's but using the Unque tool 

Get the unique res# for each input set.  Join them on Res#.  Union the results, calculate the LOA based on the existence of values in the two license fields and remove the records where last name contains "NationWide".  Here's sample of the results

I agree with @wale_ilori that your output data doesn't match with what it should be.  If you check the validation container in the workflow(Not shown here), you'll see that your Sample output table contains Res#'s that are not in either the Life or P&C tables.

BTW:  @wale_ilori The summarize grid allows you to rename the output fields so you don't require the dynamic rename after each summary

Dan

LOA.yxzp